Watts Gwilliam & Co., LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 5 quarters from 2024-03-31 to 2025-09-30, Watts Gwilliam & Co., LLC opened 34 positions, added to 154, reduced 138 and sold out of 13.
- Q3 2025: Stock VUG; Country of operation —; Class GROWTH ETF; Shares before 21,866.
- Q3 2025: Stock GRNY; Country of operation United States; Class FUNDSTRAT GRANNY; Shares before 94,196.
- Q3 2025: Stock VIG; Country of operation —; Class DIV APP ETF; Shares before 35,790.
- Q3 2025: Stock AVUV; Country of operation —; Class US SML CP VALU; Shares before 82,690.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1657733), 5 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-21); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-09-19); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-03-31 to 2024-09-30, filed 2024-10-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | VUG
VANGUARD INDEX FDS | | GROWTH ETF | 21,866 | 22,563 | +697 | $10,409,559 | $10,821,251 | +$411,692 | 2025-11-21 |
|---|
| Q3 2025 | GRNY
TIDAL TRUST I | United States | FUNDSTRAT GRANNY | 94,196 | 106,408 | +12,212 | $2,350,201 | $2,659,147 | +$308,946 | 2025-11-21 |
|---|
| Q3 2025 | VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 35,790 | 36,741 | +951 | $7,717,729 | $7,928,313 | +$210,584 | 2025-11-21 |
|---|
| Q3 2025 | AVUV
AMERICAN CENTY ETF TR | | US SML CP VALU | 82,690 | 82,795 | +105 | $8,444,318 | $8,240,552 | -$203,766 | 2025-11-21 |
|---|
| Q3 2025 | QLD
PROSHARES TR | | PSHS ULTRA QQQ | 35,361 | 35,862 | +501 | $4,772,346 | $4,920,200 | +$147,854 | 2025-11-21 |
|---|
| Q3 2025 | IVW
ISHARES TR | | S&P 500 GRWT ETF | 133,975 | 134,238 | +263 | $16,070,345 | $16,205,217 | +$134,872 | 2025-11-21 |
|---|
| Q3 2025 | IJR
ISHARES TR | | CORE S&P SCP ETF | 70,757 | 70,838 | +81 | $8,535,458 | $8,417,651 | -$117,807 | 2025-11-21 |
|---|
| Q3 2025 | BOND
PIMCO ETF TR | | ACTIVE BD ETF | 11,204 | 12,396 | +1,192 | $1,046,823 | $1,157,199 | +$110,376 | 2025-11-21 |
|---|
| Q3 2025 | GSLC
GOLDMAN SACHS ETF TR | | ACTIVEBETA US LG | 6,029 | 6,741 | +712 | $783,281 | $878,166 | +$94,885 | 2025-11-21 |
|---|
| Q3 2025 | VTV
VANGUARD INDEX FDS | | VALUE ETF | 51,466 | 51,749 | +283 | $9,563,495 | $9,650,754 | +$87,259 | 2025-11-21 |
|---|
| Q3 2025 | QQQ
INVESCO QQQ TR | | UNIT SER 1 | 11,285 | 11,295 | +10 | $6,718,345 | $6,781,339 | +$62,994 | 2025-11-21 |
|---|
| Q3 2025 | TNA
DIREXION SHS ETF TR | | DLY SMCAP BULL3X | 31,167 | 33,636 | +2,469 | $1,468,579 | $1,521,693 | +$53,114 | 2025-11-21 |
|---|
| Q3 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 8,432 | 8,433 | +1 | $2,328,279 | $2,376,991 | +$48,712 | 2025-11-21 |
|---|
| Q3 2025 | DVY
ISHARES TR | | SELECT DIVID ETF | 11,517 | 11,559 | +42 | $1,617,525 | $1,642,495 | +$24,970 | 2025-11-21 |
|---|
| Q3 2025 | ETHA
ISHARES ETHEREUM TR | United States | SHS | 8,925 | 9,056 | +131 | $309,965 | $285,355 | -$24,610 | 2025-11-21 |
|---|
| Q3 2025 | IWD
ISHARES TR | | RUS 1000 VAL ETF | 19,579 | 19,616 | +37 | $3,976,692 | $3,993,541 | +$16,849 | 2025-11-21 |
|---|
| Q3 2025 | TQQQ
PROSHARES TR | | ULTRAPRO QQQ | 6,525 | 6,527 | +2 | $658,941 | $674,872 | +$15,931 | 2025-11-21 |
|---|
| Q3 2025 | IVV
ISHARES TR | | CORE S&P500 ETF | 2,426 | 2,427 | +1 | $1,610,435 | $1,624,067 | +$13,632 | 2025-11-21 |
|---|
| Q3 2025 | DGRO
ISHARES TR | | CORE DIV GRWTH | 17,215 | 17,236 | +21 | $1,161,298 | $1,173,438 | +$12,140 | 2025-11-21 |
|---|
| Q3 2025 | IBIT
ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 9,121 | 9,184 | +63 | $608,838 | $596,971 | -$11,867 | 2025-11-21 |
|---|
| Q3 2025 | CIBR
FIRST TR EXCHANGE TRADED FD | | NASDAQ CYB ETF | 26,193 | 26,666 | +473 | $2,015,778 | $2,026,849 | +$11,071 | 2025-11-21 |
|---|
| Q3 2025 | IJS
ISHARES TR | | SP SMCP600VL ETF | 6,309 | 6,313 | +4 | $707,835 | $698,139 | -$9,696 | 2025-11-21 |
|---|
| Q3 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 3,407 | 3,408 | +1 | $287,571 | $297,227 | +$9,656 | 2025-11-21 |
|---|
| Q3 2025 | IWM
ISHARES TR | | RUSSELL 2000 ETF | 3,245 | 3,246 | +1 | $794,511 | $785,425 | -$9,086 | 2025-11-21 |
|---|
| Q3 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 32,120 | 32,128 | +8 | $1,738,658 | $1,730,743 | -$7,915 | 2025-11-21 |
|---|
| Q3 2025 | IWN
ISHARES TR | | RUS 2000 VAL ETF | 3,139 | 3,142 | +3 | $561,604 | $555,571 | -$6,033 | 2025-11-21 |
|---|
| Q3 2025 | USMV
ISHARES TR | | MSCI USA MIN VOL | 3,133 | 3,139 | +6 | $293,496 | $298,638 | +$5,142 | 2025-11-21 |
|---|
| Q3 2025 | DFAS
DIMENSIONAL ETF TRUST | | US SMALL CAP ETF | 3,715 | 3,718 | +3 | $258,870 | $254,562 | -$4,308 | 2025-11-21 |
|---|
| Q3 2025 | IYY
ISHARES TR | | DOW JONES US ETF | 3,054 | 3,058 | +4 | $492,919 | $496,814 | +$3,895 | 2025-11-21 |
|---|
| Q3 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 3,773 | 3,774 | +1 | $249,573 | $246,313 | -$3,260 | 2025-11-21 |
|---|
| Q3 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 11,936 | 11,965 | +29 | $1,070,737 | $1,068,982 | -$1,755 | 2025-11-21 |
|---|
| Q3 2025 | IWB
ISHARES TR | | RUS 1000 ETF | 662 | 663 | +1 | $240,699 | $242,207 | +$1,508 | 2025-11-21 |
|---|
| Q3 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 4,827 | 4,830 | +3 | $290,659 | $289,387 | -$1,272 | 2025-11-21 |
|---|
| Q3 2025 | GSY
INVESCO ACTIVELY MANAGED EXC | | ULTRA SHRT DUR | 22,362 | 22,403 | +41 | $1,126,136 | $1,125,413 | -$723 | 2025-11-21 |
|---|
| Q3 2025 | DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 6,411 | 6,415 | +4 | $570,165 | $570,696 | +$531 | 2025-11-21 |
|---|
| Q3 2025 | IYF
ISHARES TR | | U.S. FINLS ETF | 5,150 | 5,152 | +2 | $652,757 | $652,503 | -$254 | 2025-11-21 |
|---|
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